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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,051 | $157,304-12.9% | $141,197-2.9% | $152,909-10.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.75% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $16,793 | $5,263+219.1% | $4,736+254.6% | $4,764+252.5% |
| Participant deferral / active EE | $15,452 | $7,111+117.3% | $6,710+130.3% | $5,851+164.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |